What You Can Do with Analytics
Capability | Details |
📊 View pre-built dashboards | Access default dashboards with your project, cost, and performance data — ready from day one |
🔍 Filter & explore | Slice your data by date ranges, source language, org unit, and more |
📋 Duplicate & customize | Copy any default dashboard or question and tailor it to your needs |
➕ Create new reports | Build your own questions and dashboards from scratch using your data tables |
📁 Share with your team | Save customized content to your team's shared space so everyone in your account can access it |
Getting Started with Metabase
What's New in Analytics?
wxrks has upgraded its native analytics experience. We have replaced the previous Apache Superset integration with Metabase , a more intuitive, powerful, and user-friendly business intelligence tool that lets you explore your data, monitor performance, and build custom reports without requiring any technical background.
With the new Metabase integration, every wxrks account gets access to a set of pre-built, ready-to-use dashboards and questions , automatically filtered to display only your account's data. You can use these out of the box, or customize them entirely to match your reporting needs.
Step 1: Requesting Access
⚠️ Before you can log in, your Analytics access must be set up by the wxrks team. This is a one-time setup that links a dedicated Metabase workspace to your wxrks account.
How to Request Access
To get started with Metabase Analytics, reach out to your wxrks Customer Success contact or submit a request to the wxrks support team. In your request, include the following:
Your company/account name as registered in wxrks
Your Account UUID — a unique identifier tied to your wxrks account
Once the wxrks team receives your request, they will:
Create a dedicated tenant linked to your Account UUID — this ensures your workspace only ever shows your account's data.
Set up your user credentials and send you a password reset link via email.
Provide you with the direct link to access your Metabase workspace.
Logging In for the First Time
Once you receive your credentials and access link:
Click the link provided in your invitation email.
Set your password when prompted.
Log in — you will land directly in your Work Analytics workspace, showing only your account's data.
Step 2: Navigating Your Default Dashboards
Once you are logged in, you will land directly in your Analytics workspace. This is where you will find everything that is ready for you to use from day one.
Understanding the Shared Collection
Your workspace includes a Shared Collection — a set of pre-built dashboards and questions created and maintained by wxrks team. Think of this as your analytics starting point: it covers the most common reporting needs out of the box, organized around key areas of your operations.
A few important things to know about your Shared Collection:
✅ It is automatically filtered to your account. Every chart and dashboard you see here displays only your organization's data — no configuration needed on your end.
👁️ It is view-only. These are the default system dashboards maintained by wxrks. You can explore and interact with them freely, but you cannot edit or delete them directly. If you want to customize anything, see Step 3.
🔄 It will grow over time. The wxrks team continuously adds new dashboards and questions to the Shared Collection as the platform evolves.
Exploring a Dashboard
The Dashboards folder contains ready-to-use, multi-chart views covering the key areas of your operations. Each dashboard brings together several related Questions into a single, easy-to-navigate page. To open a dashboard, simply click its name from the collection list.
Once inside a dashboard, you can:
Scroll through all the charts and tables it contains.
Hover over any data point on a chart to see a detailed tooltip with exact values.
Click into individual charts to explore the underlying data in more detail.
The following dashboards are available to your account by default:
Dashboard | What it covers |
Projects Dashboard | Overview of your active and completed projects, including statuses, delivery performance, and organizational breakdowns |
Profit and Savings Dashboards | Financial performance metrics including profitability and cost savings across your projects |
Quotes Dashboard | Data related to quotes created within your account, including volume and status tracking |
Tasks Dashboard | Task-level activity and progress metrics across your projects |
Using Dashboard Filters
Most pre-built dashboards include interactive filters at the top of the page. These let you narrow down the data you are viewing without leaving the dashboard or editing anything.
The two most common filter types you will encounter are:
📅 Date Picker — Filter all charts on the dashboard by a specific time range. You can choose from preset options like Last 30 days or This quarter, or define a custom date range.
🔤 Text / Category Filter — Filter by a specific field value, such as source language, project status, or organizational unit. Click the filter, type or select a value, and all charts on the dashboard will update instantly.
💡 Tip: Filters are applied at the dashboard level, meaning they affect all charts on the page simultaneously. To reset, simply clear the filter value and the dashboard will return to its default view.
Exploring Questions
The Questions folder contains the individual saved queries that power your dashboards — and many more beyond what appears in the dashboards themselves. They are organized into topic-based subfolders, making it easy to find the specific data you need.
Exploring Individual Questions
Dashboards are made up of individual Questions — each one is a saved query that produces a single chart, table, or metric. You can also browse Questions directly from the collection, outside of a dashboard.
Clicking on a Question will open it in full view, where you can see the underlying data table and explore the results in detail.
⚠️ Remember: Questions inside the Shared Collection are also view-only. To make changes, you will need to duplicate them first — covered in the next step.
Step 3: Customizing Your Dashboards & Questions
The pre-built dashboards in your Shared Collection are a great starting point, but you may want to tailor them to better reflect your team's specific reporting needs. Since the Shared Collection is view-only, the way to do this in Metabase is simple: duplicate first, then edit.
Any customized content you save becomes entirely yours, the original shared dashboards are never affected.
Duplicating a Dashboard
If you want to customize an entire dashboard — rearranging charts, adding new ones, or applying different filters — start by duplicating it.
To duplicate a dashboard:
Open the dashboard you want to customize from your Shared Collection.
Click the three-dot menu (⋯) in the top-right corner of the dashboard.
Select Duplicate.
A dialog box will appear with the following fields:
Name — By default, Metabase will name your copy "[Dashboard Name] - Duplicate". Rename it to something meaningful for your team before saving.
Description (optional) — Add a short note describing what this dashboard is for or what changes you plan to make. This is especially useful if you are saving it to Our Data where teammates will also see it.
Which collection should this go in? — Choose where to save your duplicate. Click the ⋯ button to browse and select a destination:
Our Data — visible to everyone in your account.
Your Personal Collection — visible only to you.
Only duplicate the dashboard (checkbox) — Leave this unchecked if you want to duplicate both the dashboard and all the Questions inside it — recommended if you plan to edit individual charts. Check it only if you already have your own Questions saved and just need a new dashboard layout to organize them.
Editing Your Duplicated Dashboard
Once you have your duplicate saved, you are free to modify it however you like.
To enter edit mode:
Click the pencil icon or the Edit Dashboard button in the top-right corner of your duplicated dashboard.
In edit mode, you can:
Rearrange charts by clicking and dragging them.
Resize charts by dragging their bottom-right corner.
Remove charts you do not need by clicking the X on each card.
Add existing questions from your collection to the dashboard.
Add filters
When you are done making changes, click Save to apply them.
Step 4: Adding & Configuring Dashboard Filters
Filters are one of the most powerful features of a duplicated dashboard — they let you and your team slice all the data on the page instantly without touching the underlying questions. You can add filters while in edit mode.
1: Add a New Filter
While editing your dashboard, click the filter icon (≡↓) in the top toolbar. A dropdown will appear listing all available filter types:
Filter Type | Best used for |
Date picker | Filtering charts by a date range or specific date |
Time grouping | Grouping data by day, week, month, or year |
Location | Filtering by country, state, or postal code |
Text or Category | Filtering by text fields like source language, project name, or status |
Number | Filtering by numeric values — e.g., cost greater than a certain amount |
Boolean | Filtering by true/false fields |
ID | Filtering by a primary key or user ID |
2: Configure the Filter Settings
Once you add a filter, a configuration panel will open on the right side of the screen. At the same time, each question card on the dashboard will display a "Column to filter on" selector — this is where you connect the filter to the right data field in each chart.
Right panel — Filter settings:
Label — The name of the filter as it will appear on the dashboard. Choose something clear and descriptive, like "Delivery Date" or "Source Language", so your teammates immediately understand what it controls.
Filter or parameter type — The filter type you selected in the previous step (e.g., Date picker, Text or Category). You can change it here if needed.
Filter operator — Defines how the filter is applied. For example, "All Options" lets users choose from all available values, while other operators like "Is" or "Contains" restrict the match type. Leave this as "All Options" if you want maximum flexibility for your team.
Default value — Sets a pre-applied filter value when the dashboard loads. For example, you could default a date filter to "Previous 30 days" so the dashboard always opens showing the last month. Leave it as "No default" if you prefer the dashboard to load unfiltered.
Always require a value — When toggled on, users must have a value selected for this filter at all times — they can change it but cannot clear it entirely. Useful for filters that are central to the dashboard's logic and should never be left blank.
Move filter — Repositions this filter relative to other filters on the dashboard toolbar. Helpful when you have multiple filters and want to arrange them in a logical order for your team.
Left panel — Connecting the filter to each question:
Each chart card on your dashboard shows a "Column to filter on" dropdown. Click Select… on each card to choose which data column in that question the filter should apply to. This is how Metabase knows which field to filter when a user interacts with the filter button on the dashboard.
3: Using Multiple Filters & Tabs
At the top of the dashboard you can see any filters you have already created displayed as tabs (e.g., Date 1, Date 2, Date 3). Each filter appears as its own button on the dashboard for your team to interact with.
You can also organize your dashboard into multiple tabs using the Tab 1 / Tab 2 / + controls at the top of the page — useful for separating different reporting areas within the same dashboard (e.g., one tab for financial metrics, another for project performance).
4: Using Filters as a Viewer
Once saved, filters appear as interactive buttons at the top of the dashboard. Simply click a filter, select a value, and every connected chart on the page will update instantly.
Step 5: Expanding Your Data with Joins (Merging Tables)
Sometimes, the specific table you are analyzing might not contain every single piece of information you need. In Metabase, you can easily combine (or "join") data from two different tables to bring all the necessary details into one single view.
Common Real-World Use Cases:
Adding Missing Fields for Filtering: Imagine you are analyzing the Projects Profit And Savings data, but you realize it doesn't include the Project Creation Date needed to filter your chart by a specific timeframe. You can join this table with the main Projects table to pull in the missing date field and apply your date filters seamlessly.
Including Custom Fields: You might be looking at your standard Projects data but need to include specific custom fields created by your organization. You can use the Join feature to merge the projects table with the projects custom fields table.
How to Join Tables: To combine tables, you need to find a common link between them, which is usually a unique identifier like the Project UUID.
While building or editing a Question, click the Join data button (the icon with two overlapping circles).
Select the secondary table you want to bring in (for example, selecting the projects custom fields table to merge with your main projects table).
Metabase will ask you how to link them. Select the common field in both tables. In most project-related cases, you will select Project UUID in the first table and match it to Project UUID in the second table.
Step 6: Creating Custom Columns (Advanced Metrics)
Sometimes, the exact metric you need isn't available by default, but you can easily calculate it using existing data. You can do this by creating a Custom Column using basic math expressions.
Real-World Example: Imagine you are looking at your Projects data. You have the Total Cost and the Profitability (which is a percentage), but you want to know the exact profitability value in dollars. You can multiply these two fields to create a brand-new column.
How to create a Custom Column:
While building or editing a Question, click the Custom column button (the icon with a plus sign next to the data source).
In the formula box, type a bracket [ to open a dropdown list of all available fields.
Select the first field, add a math operator (like * for multiplication, + for addition, etc.), and select the second field.
Example:
[Profitability] * [Total Cost]
Give your new column a clear name in the "Name" field (e.g., "Profitability $").
Click Done.
